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World Equity Group

Latest statistics and disclosures from World Equity Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, QQQ, MSFT, NVDA, SPY, and represent 19.45% of World Equity Group's stock portfolio.
Added to shares of these 10 stocks: EZMO, EZRO, TPL, XLK, DDTL, NFLX, MU, DDTS, DDFO, AKRE.
Started 47 new stock positions in WELL, MU, EZMO, GPIQ, IYW, GPIX, FOCT, CVS, VLO, DDFO.
Reduced shares in these 10 stocks: FTLS (-$20M), AAPL (-$8.1M), COST (-$7.2M), FDL (-$7.0M), BUFR, EFV, AIRR, RDVY, FICS, NVDA.
Sold out of its positions in ADBE, ALL, ARCC, ADSK, BKNG, BSX, CGGR, CGGE, CSGP, DT.
World Equity Group was a net seller of stock by $-84M.
World Equity Group has $358M in assets under management (AUM), dropping by -18.68%.
Central Index Key (CIK): 0000878770

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Portfolio Holdings for World Equity Group

World Equity Group holds 326 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.1	$22M	-27%	80k	271.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.1	$15M	-2%	24k	614.32	View chart
Microsoft Corporation (MSFT)	3.9	$14M	-17%	29k	483.62	View chart
NVIDIA Corporation (NVDA)	2.9	$11M	-22%	57k	186.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$8.4M	-6%	12k	681.92	View chart
Amazon (AMZN)	2.2	$7.9M	-11%	34k	230.82	View chart
Spdr Gold Tr Gold Shs (GLD)	2.0	$7.2M	-2%	18k	396.31	View chart
Palantir Technologies Cl A (PLTR)	2.0	$7.1M		40k	177.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$6.1M	-8%	19k	313.00	View chart
Meta Platforms Cl A (META)	1.6	$5.8M		8.7k	660.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$5.4M	-10%	7.8k	684.97	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	1.3	$4.6M		168k	27.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$4.6M	+6%	7.3k	627.09	View chart
Tesla Motors (TSLA)	1.2	$4.3M	-9%	9.5k	449.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.2	$4.2M	-54%	124k	34.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	1.1	$4.1M		113k	35.84	View chart
Bank of America Corporation (BAC)	1.1	$4.1M		74k	55.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$3.5M		56k	62.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$3.3M	-2%	11k	313.80	View chart
Broadcom (AVGO)	0.9	$3.3M		9.4k	346.09	View chart
Listed Fds Tr Alphadroid Broad (EZMO)	0.9	$3.2M	NEW	121k	26.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$3.2M	-5%	6.3k	502.65	View chart
Exxon Mobil Corporation (XOM)	0.9	$3.1M		26k	120.34	View chart
Wal-Mart Stores (WMT)	0.8	$3.0M	-9%	27k	111.41	View chart
JPMorgan Chase & Co. (JPM)	0.8	$2.7M		8.4k	322.23	View chart
Listed Fds Tr Alphadroid Defn (EZRO)	0.7	$2.6M	NEW	107k	24.45	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.7	$2.6M		41k	64.53	View chart
Texas Pacific Land Corp (TPL)	0.7	$2.4M	+220%	8.5k	287.22	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$2.4M	+5%	5.0k	487.86	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$2.4M	+125%	17k	143.97	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.2M		19k	120.18	View chart
Goldman Sachs (GS)	0.6	$2.1M	-2%	2.4k	879.08	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.6	$2.1M	+3%	78k	27.21	View chart
Caterpillar (CAT)	0.6	$2.1M	-4%	3.6k	572.80	View chart
Eli Lilly & Co. (LLY)	0.6	$2.1M	-2%	1.9k	1074.68	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$1.9M	+3%	69k	27.43	View chart
McDonald's Corporation (MCD)	0.5	$1.8M		5.9k	305.61	View chart
Abbvie (ABBV)	0.5	$1.8M	-12%	7.8k	228.49	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$1.7M	-21%	14k	123.26	View chart
Citigroup Com New (C)	0.5	$1.7M	-21%	15k	116.69	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.7M	+13%	8.7k	191.00	View chart
Chevron Corporation (CVX)	0.5	$1.7M	-3%	11k	152.41	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$1.7M	+2%	28k	60.17	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$1.6M	-5%	5.2k	303.89	View chart
Coca-Cola Company (KO)	0.4	$1.5M	+2%	21k	69.91	View chart
Innovator Etfs Trust Equity Dual Dirt (DDTL)	0.4	$1.5M	+310%	70k	20.93	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$1.5M	+5%	31k	46.54	View chart
International Business Machines (IBM)	0.4	$1.5M	+5%	4.9k	296.21	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$1.5M	-26%	24k	60.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.4M		6.8k	212.06	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.4	$1.4M	-28%	27k	52.72	View chart
Eaton Corp SHS (ETN)	0.4	$1.4M	+4%	4.4k	318.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.4M	+3%	5.5k	257.95	View chart
Home Depot (HD)	0.4	$1.4M	-25%	4.1k	344.06	View chart
Rithm Capital Corp Com New (RITM)	0.4	$1.4M	-2%	128k	10.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.4M		25k	53.76	View chart
Johnson & Johnson (JNJ)	0.4	$1.3M	-4%	6.5k	206.93	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.4	$1.3M	-2%	24k	56.26	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.4	$1.3M	+5%	30k	43.54	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.4	$1.3M	+3%	55k	22.84	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$1.2M		9.0k	138.46	View chart
Visa Com Cl A (V)	0.3	$1.2M	-43%	3.5k	350.71	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$1.2M	-23%	3.6k	342.97	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.3	$1.2M		16k	73.84	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$1.2M	-8%	2.5k	468.76	View chart
Procter & Gamble Company (PG)	0.3	$1.2M	-29%	8.3k	143.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equt (UXJL)	0.3	$1.2M	-4%	36k	32.93	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$1.2M	-30%	22k	54.77	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.2M	-8%	17k	67.22	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.3	$1.2M		54k	21.55	View chart
Lam Research Corp Com New (LRCX)	0.3	$1.2M		6.7k	171.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Un (UXJA)	0.3	$1.1M	-3%	33k	34.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (UXOC)	0.3	$1.1M	+10%	31k	35.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.3	$1.1M	-20%	41k	26.53	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$1.1M	-79%	15k	71.41	View chart
Netflix (NFLX)	0.3	$1.1M	+1283%	12k	93.76	View chart
Advanced Micro Devices (AMD)	0.3	$1.1M	-15%	5.0k	214.14	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.3	$1.1M	-4%	63k	17.01	View chart
Cisco Systems (CSCO)	0.3	$1.1M		14k	77.03	View chart
Merck & Co (MRK)	0.3	$1.1M		10k	105.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.0M	-3%	3.1k	335.29	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$1.0M	-49%	4.1k	252.90	View chart
Danaher Corporation (DHR)	0.3	$980k	-8%	4.3k	228.94	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$969k	-12%	11k	89.56	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$969k	-5%	6.2k	155.11	View chart
TJX Companies (TJX)	0.3	$957k	+55%	6.2k	153.61	View chart
Abbott Laboratories (ABT)	0.3	$955k	-5%	7.6k	125.28	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$920k	+4%	7.6k	121.75	View chart
Power Solutions Intl Com New (PSIX)	0.3	$899k	+7%	16k	57.14	View chart
Automatic Data Processing (ADP)	0.3	$899k	+4%	3.5k	257.23	View chart
UnitedHealth (UNH)	0.2	$894k		2.7k	330.05	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$892k	-5%	11k	80.22	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$891k	+13%	18k	49.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$884k	-14%	3.6k	246.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.2	$883k		20k	45.09	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$881k	-2%	3.4k	258.80	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$880k	+2%	3.0k	290.22	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$837k	+9%	3.3k	250.31	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$829k	+56%	10k	81.17	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$827k	-9%	3.9k	214.69	View chart
Micron Technology (MU)	0.2	$816k	NEW	2.9k	285.41	View chart
First Tr Exchng Traded Fd Vi Vest Us Equ Unca (UXAP)	0.2	$814k	-3%	21k	38.95	View chart
Exelon Corporation (EXC)	0.2	$802k	+5%	18k	43.59	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$801k		22k	36.83	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$792k	+54%	6.6k	119.75	View chart
Bny Mellon Etf Trust High Yield Etf (BKHY)	0.2	$788k	-2%	16k	48.07	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$787k	+30%	15k	53.86	View chart
Virtus Allianzgi Diversified (ACV)	0.2	$785k	+11%	30k	26.29	View chart
Innovator Etfs Trust Equity Dual Dirc (DDTS)	0.2	$776k	NEW	36k	21.35	View chart
Innovator Etfs Trust Equity Dual Dire (DDFO)	0.2	$775k	NEW	36k	21.62	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$766k	+20%	15k	52.53	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.2	$765k	NEW	12k	65.51	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$759k	+156%	13k	59.93	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$758k	-54%	2.7k	279.14	View chart
Bluerock Pvt Real Estate (BPRE)	0.2	$756k	NEW	50k	15.00	View chart
Ge Aerospace Com New (GE)	0.2	$746k	+5%	2.4k	308.03	View chart
First Tr Exchange Traded Dorsey Wright (FVC)	0.2	$744k		20k	36.37	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$733k	+6%	15k	48.32	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$732k		16k	46.04	View chart
Airbnb Com Cl A (ABNB)	0.2	$730k	-3%	5.4k	135.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.2	$726k	NEW	13k	54.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$720k	-56%	3.6k	198.61	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$718k	-6%	4.6k	154.80	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$711k	+5%	2.4k	302.11	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.2	$708k	NEW	37k	19.17	View chart
Costco Wholesale Corporation (COST)	0.2	$700k	-91%	812.00	861.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$698k	-6%	7.3k	96.03	View chart
Hca Holdings (HCA)	0.2	$689k		1.5k	466.91	View chart
Wedbush Ser Tr Dan Ives Wedbush (IVES)	0.2	$679k		22k	31.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.2	$679k	+11%	13k	51.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.2	$673k	+3%	14k	48.84	View chart
Madison Covered Call Eq Strat (MCN)	0.2	$667k	+6%	111k	6.00	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$663k	-2%	4.1k	160.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$663k		1.4k	473.30	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.2	$657k	+8%	14k	47.97	View chart
Raytheon Technologies Corp (RTX)	0.2	$653k		3.6k	183.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.2	$651k	-6%	13k	51.56	View chart
Hecla Mining Company (HL)	0.2	$644k	NEW	34k	19.19	View chart
Nextera Energy (NEE)	0.2	$636k	-13%	7.9k	80.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.2	$632k	NEW	13k	48.99	View chart
Trane Technologies SHS (TT)	0.2	$624k	+174%	1.6k	389.12	View chart
Pepsi (PEP)	0.2	$613k	NEW	4.3k	143.51	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$611k	NEW	12k	49.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.2	$602k	-8%	11k	52.95	View chart
Newmont Mining Corporation (NEM)	0.2	$601k	-9%	6.0k	99.85	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$592k		6.2k	96.12	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.2	$583k	NEW	6.2k	94.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.2	$572k	-8%	10k	55.92	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$570k	NEW	2.9k	199.71	View chart
Talen Energy Corp (TLN)	0.2	$557k		1.5k	374.84	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.2	$556k	+78%	22k	25.21	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$553k		14k	38.32	View chart
Verizon Communications (VZ)	0.2	$548k	-10%	14k	40.73	View chart
First Tr High Yield Opprt 20 (FTHY)	0.2	$548k	-11%	39k	14.07	View chart
Woodward Governor Company (WWD)	0.2	$544k	NEW	1.8k	302.39	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$540k	+3%	6.9k	78.81	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$540k	-25%	16k	33.30	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$539k	-27%	14k	38.56	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$537k	+18%	30k	17.71	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$519k	NEW	22k	23.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$514k	NEW	14k	37.82	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$511k	+18%	5.4k	95.23	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$507k	-9%	5.0k	101.67	View chart
DNP Select Income Fund (DNP)	0.1	$507k		51k	9.99	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$506k		29k	17.67	View chart
Stryker Corporation (SYK)	0.1	$505k	-27%	1.4k	351.47	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.1	$505k	-15%	13k	39.10	View chart
General Motors Company (GM)	0.1	$502k	NEW	6.2k	81.32	View chart
Chubb (CB)	0.1	$497k		1.6k	312.12	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.1	$493k	+21%	34k	14.70	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$490k	-10%	26k	19.13	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$488k	+10%	10k	48.66	View chart
Lauder Estee Cos Cl A (EL)	0.1	$482k	-3%	4.6k	104.72	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.1	$481k	-4%	7.3k	65.96	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$473k		10k	47.06	View chart
Calamos (CCD)	0.1	$467k		22k	20.86	View chart
Pacer Fds Tr Cash Cows Etf (HERD)	0.1	$461k		11k	43.46	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$459k	+3%	12k	39.02	View chart
Palo Alto Networks (PANW)	0.1	$458k	-30%	2.5k	184.20	View chart
Illinois Tool Works (ITW)	0.1	$456k		1.9k	246.36	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$453k	-3%	2.2k	210.34	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$453k		7.0k	64.42	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$445k	-13%	2.7k	162.01	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$444k		3.5k	125.98	View chart
Neos Etf Trust Russell 2000 Hig (IWMI)	0.1	$444k	+11%	9.1k	48.68	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$441k		4.9k	89.43	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$434k	+6%	23k	18.84	View chart
CVS Caremark Corporation (CVS)	0.1	$433k	NEW	5.5k	79.36	View chart
Applovin Corp Com Cl A (APP)	0.1	$433k	-15%	642.00	673.82	View chart
Valero Energy Corporation (VLO)	0.1	$432k	NEW	2.7k	162.79	View chart
Spdr Series Trust State Street Spd (ONEY)	0.1	$427k	+4%	3.8k	113.56	View chart
Voyager Technologies Com Cl A (VOYG)	0.1	$423k	+58%	16k	26.14	View chart
Marriott Intl Cl A (MAR)	0.1	$420k	-2%	1.4k	310.24	View chart
Las Vegas Sands (LVS)	0.1	$416k	-20%	6.4k	65.09	View chart
Coinbase Global Com Cl A (COIN)	0.1	$414k	+19%	1.8k	226.14	View chart
Applied Materials (AMAT)	0.1	$411k	NEW	1.6k	256.99	View chart
Casey's General Stores (CASY)	0.1	$405k	+5%	733.00	552.75	View chart
Centrus Energy Corp Cl A (LEU)	0.1	$404k	+7%	1.7k	242.76	View chart
Comfort Systems USA (FIX)	0.1	$403k	+18%	432.00	933.29	View chart
American Express Company (AXP)	0.1	$403k	NEW	1.1k	369.95	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$403k	+28%	5.4k	74.08	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$402k		533.00	753.97	View chart
Amphenol Corp Cl A (APH)	0.1	$400k	-65%	3.0k	135.14	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$395k	-74%	3.7k	106.70	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$395k	+6%	9.5k	41.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$392k	-23%	5.9k	66.00	View chart
Altria (MO)	0.1	$391k	-29%	6.8k	57.66	View chart
Ge Vernova (GEV)	0.1	$384k	+4%	588.00	653.57	View chart
Nuveen Floating Rate Income Fund (JFR)	0.1	$383k	+10%	49k	7.83	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$379k	+7%	7.5k	50.59	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$378k	+27%	5.0k	75.44	View chart
Pfizer (PFE)	0.1	$376k	-47%	15k	24.90	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$376k	-11%	11k	33.05	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$376k	+11%	9.8k	38.22	View chart
Parker-Hannifin Corporation (PH)	0.1	$376k	-4%	427.00	879.40	View chart
Welltower Inc Com reit (WELL)	0.1	$370k	NEW	2.0k	185.61	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$370k	+41%	4.1k	89.46	View chart
At&t (T)	0.1	$368k	-6%	15k	24.84	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$368k	+7%	19k	19.57	View chart
Ul Solutions Class A Com Shs (ULS)	0.1	$361k	NEW	4.6k	78.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$360k	+8%	18k	19.74	View chart
Oklo Com Cl A (OKLO)	0.1	$359k		5.0k	71.76	View chart
Pentair SHS (PNR)	0.1	$359k		3.4k	104.14	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.1	$358k	+5%	19k	19.13	View chart
Philip Morris International (PM)	0.1	$356k		2.2k	160.40	View chart
Union Pacific Corporation (UNP)	0.1	$356k		1.5k	231.32	View chart
Xcel Energy (XEL)	0.1	$355k	NEW	4.8k	73.86	View chart
Nvent Electric SHS (NVT)	0.1	$354k		3.5k	101.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.1	$352k	-2%	12k	30.16	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$349k		7.4k	47.08	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$348k		724.00	480.66	View chart
Guardant Health (GH)	0.1	$348k	NEW	3.4k	102.14	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$344k	+16%	6.5k	52.77	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$340k		3.1k	110.96	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$340k	+95%	8.0k	42.69	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)	0.1	$333k	-23%	10k	32.88	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$333k		4.5k	73.56	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$332k		5.8k	56.93	View chart
Celestica (CLS)	0.1	$331k	-50%	1.1k	295.61	View chart
Seneca Foods Corp Cl A (SENEA)	0.1	$331k	NEW	3.0k	110.63	View chart
Kinder Morgan (KMI)	0.1	$330k		12k	27.49	View chart
Walt Disney Company (DIS)	0.1	$328k	-56%	2.9k	113.78	View chart
Marvell Technology (MRVL)	0.1	$326k	+5%	3.8k	84.98	View chart
Spdr Series Trust State Street Spd (XSD)	0.1	$326k	+12%	1.0k	321.60	View chart
Ecolab (ECL)	0.1	$321k		1.2k	262.52	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$321k	-2%	3.7k	85.77	View chart
Texas Instruments Incorporated (TXN)	0.1	$315k		1.8k	173.46	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$313k		6.4k	48.72	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$313k	-2%	6.3k	50.01	View chart
Pacer Fds Tr Swan Sos Flex Ju (PSFJ)	0.1	$312k	NEW	9.4k	33.17	View chart
Roper Industries (ROP)	0.1	$312k		700.00	445.13	View chart
Pacer Fds Tr Swan Sos Flx Jan (PSFD)	0.1	$312k	NEW	8.3k	37.37	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$310k		2.1k	146.55	View chart
Southern Company (SO)	0.1	$308k	-56%	3.5k	87.20	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$307k		6.8k	45.45	View chart
Cipher Mining (CIFR)	0.1	$307k	NEW	21k	14.76	View chart
First Tr Exch Traded Fd Iii Merger Arbitra (MARB)	0.1	$307k		15k	20.64	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$306k	-7%	7.0k	43.64	View chart
Exchange Listed Fds Tr Qraft Ai Us Mmtm (AMOM)	0.1	$306k	-49%	6.3k	48.61	View chart
Oracle Corporation (ORCL)	0.1	$303k	+27%	1.6k	194.91	View chart
Intel Corporation (INTC)	0.1	$303k	-2%	8.2k	36.90	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$302k	+6%	6.8k	44.41	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$301k	+7%	5.9k	51.26	View chart
Baidu Spon Adr Rep A (BIDU)	0.1	$300k		2.3k	130.66	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$300k	+3%	3.9k	77.87	View chart
Aim Etf Products Trust Allianzim Us Equ (SIXZ)	0.1	$297k	NEW	9.8k	30.29	View chart
Keurig Dr Pepper (KDP)	0.1	$297k	+7%	11k	28.01	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$296k	-5%	1.1k	275.39	View chart
Uber Technologies (UBER)	0.1	$296k	+37%	3.6k	81.71	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$294k	-87%	1.9k	153.03	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$294k	-8%	5.8k	50.58	View chart
Amgen (AMGN)	0.1	$290k	-31%	887.00	327.31	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$288k	+5%	13k	22.88	View chart
Msci (MSCI)	0.1	$287k	-19%	501.00	573.73	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$283k		2.4k	117.71	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$279k	+14%	1.3k	211.79	View chart
Super Micro Computer Com New (SMCI)	0.1	$279k	+2%	9.5k	29.27	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$278k		1.3k	209.05	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$274k	-13%	7.0k	39.38	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXD)	0.1	$273k	NEW	9.4k	28.89	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.1	$273k	-33%	7.9k	34.47	View chart
Aim Etf Products Trust Allianzim Us (SIXF)	0.1	$272k	NEW	8.5k	31.91	View chart
Duke Energy Corp Com New (DUK)	0.1	$271k	-18%	2.3k	117.23	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$268k	+10%	3.3k	81.01	View chart
Constellation Energy (CEG)	0.1	$267k	+15%	756.00	353.12	View chart
Deere & Company (DE)	0.1	$264k		567.00	465.26	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$264k	-14%	3.2k	82.49	View chart
Exchange Listed Fds Tr Qraft Ai Enhcd (QRFT)	0.1	$262k	-39%	4.2k	62.42	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$259k	+6%	3.7k	69.51	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$258k	+100%	4.5k	57.92	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$255k		6.2k	41.22	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$253k	NEW	4.8k	52.80	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$253k	+82%	5.6k	44.71	View chart
United Parcel Service CL B (UPS)	0.1	$251k		2.5k	99.20	View chart
Waste Management (WM)	0.1	$250k	-65%	1.1k	219.61	View chart
Cme (CME)	0.1	$249k	-3%	911.00	273.08	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$249k	+6%	11k	22.47	View chart
Thermo Fisher Scientific (TMO)	0.1	$245k	-22%	423.00	579.52	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$245k	-93%	2.5k	98.32	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$236k	NEW	5.5k	42.94	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$231k	NEW	3.2k	72.63	View chart
Kinross Gold Corp (KGC)	0.1	$229k	NEW	8.1k	28.16	View chart
Lowe's Companies (LOW)	0.1	$225k	NEW	933.00	241.16	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$225k	NEW	5.3k	42.55	View chart
Ford Motor Company (F)	0.1	$225k		17k	13.12	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$224k	+2%	18k	12.66	View chart
Pinterest Cl A (PINS)	0.1	$219k		8.4k	25.89	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$218k	-17%	5.4k	40.23	View chart
Starbucks Corporation (SBUX)	0.1	$216k	NEW	2.6k	84.22	View chart
Comerica Incorporated	0.1	$216k	NEW	2.5k	86.95	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.1	$215k	NEW	4.1k	52.87	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$214k		2.7k	79.73	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$213k	NEW	4.2k	50.86	View chart
Mastercard Incorporated Cl A (MA)	0.1	$212k		372.00	570.88	View chart
Ssr Mining (SSRM)	0.1	$209k	-17%	9.5k	21.93	View chart
Metropcs Communications (TMUS)	0.1	$209k	+17%	1.0k	203.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.1	$208k	-4%	6.9k	30.40	View chart
Neos Etf Trust Real Estate High (IYRI)	0.1	$206k	-23%	4.2k	48.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.1	$201k	NEW	6.3k	31.68	View chart
Doubleline Income Solutions (DSL)	0.1	$185k	+7%	16k	11.27	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$176k	NEW	11k	16.70	View chart
Global X Fds Russell 2000 (RYLD)	0.0	$176k		12k	15.30	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$175k		11k	16.49	View chart
Doubleline Opportunistic Cr (DBL)	0.0	$169k		11k	15.25	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$158k	+39%	29k	5.40	View chart
Tidal Trust Ii Yieldmax Univers (YMAX)	0.0	$140k	NEW	14k	9.98	View chart

Past Filings by World Equity Group

SEC 13F filings are viewable for World Equity Group going back to 2024

World Equity Group 2025 Q4 filed Jan. 12, 2026
World Equity Group 2025 Q3 filed Oct. 24, 2025
World Equity Group 2025 Q2 filed July 15, 2025
World Equity Group 2025 Q1 filed April 22, 2025
World Equity Group 2024 Q4 filed Feb. 4, 2025
World Equity Group 2024 Q3 filed Oct. 30, 2024
World Equity Group 2022 Q1 filed Sept. 6, 2024
World Equity Group 2022 Q2 filed Sept. 6, 2024
World Equity Group 2022 Q3 filed Sept. 6, 2024
World Equity Group 2022 Q4 filed Sept. 6, 2024
World Equity Group 2023 Q1 filed Aug. 26, 2024
World Equity Group 2023 Q2 filed Aug. 26, 2024
World Equity Group 2023 Q4 filed July 22, 2024
World Equity Group 2023 Q3 filed July 22, 2024
World Equity Group 2024 Q1 filed July 18, 2024
World Equity Group 2024 Q2 filed July 18, 2024

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